NinthWave | Financial Data

Client: NinthWave

Scope: Product management, product design, aggregated financial data, behavioral economics

Challenge & Goal:

Create a platform that enables financial advisors and their clients to understand and share their spending, budgeting and investment habits.

Approach:

We used a series of qualitative and quantitative market research studies to understand user needs and market demands. The primary challenge was for the financial advisors was lack of transparency and visibility to learn about their clients' idiosyncrasies and tailor their recommendation to their unique needs and behavioral patterns.

Solution:

One stop platform with multiple user access points that provides personal financial management functionalities to the retail banking user, and offers limited (based on user preferences) access to client’s financial behavioral patterns and details.

Collaborators:

NinthWave which is a financial data startup firm based in NYC hired me as a design strategist to conduct user research and strategy studies, and help them design user interfaces.

Subject Matter Expert:

Susan Certoma